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Advisor OS’s Vanguard Health Care ETF VHT Stock Holding History

Advisor OS’s Portfolio VHT Stock Details VHT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$252K Buy
842
+5
+0.6% +$1.39K 0.02% 490
2026
Q1 		$228K Sell
837
-34
-4% -$9.72K 0.02% 505
2025
Q4 		$251K Sell
871
-14
-2% -$3.91K 0.02% 421
2025
Q3 		$230K Sell
885
-54
-6% -$13.5K 0.02% 419
2025
Q2 		$233K Buy
939
+7
+0.8% +$1.73K 0.02% 401
2025
Q1 		$247K Buy
932
+49
+6% +$13.1K 0.03% 366
2024
Q4 		$224K Buy
883
+52
+6% +$14K 0.03% 377
2024
Q3 		$234K Sell
831
-110
-12% -$30.6K 0.02% 362
2024
Q2 		$250K Buy
941
+92
+11% +$24.1K 0.03% 337
2024
Q1 		$230K Buy
+849
New +$223K 0.03% 352

Other funds holding VHT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
EHC
Everett Harris & Co Los Angeles, California $8.14B AUM 14.79% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Advisor OS's VHT Position: Q2 2026 in Review

Advisor OS increased its Vanguard Health Care ETF (VHT) stake by 0.6% in Q2 2026, buying an estimated $1.39K and bringing the position to 842 shares worth $252K. The position accounts for 0.02% of the portfolio, ranked #490.

Advisor OS first reported a position in VHT in Q1 2024 and has held it in 10 quarters since. 1,112 funds tracked by Wall St. Rank hold VHT as of Q2 2026.

  • Advisor OS held 842 shares of Vanguard Health Care ETF worth $252K as of Q2 2026.
  • Advisor OS bought 5 Vanguard Health Care ETF shares in Q2 2026, an estimated $1.39K.
  • Vanguard Health Care ETF made up 0.02% of Advisor OS's portfolio in Q2 2026, its #490 holding.
  • Advisor OS first reported a position in Vanguard Health Care ETF in Q1 2024 and has held it in 10 quarters since.
  • 1,112 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q2 2026.

Based on Advisor OS's 13F filing for Q2 2026, filed 5 Aug 2026.